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State Street Energy Select Sector SPDR ETF

1,260 hedge funds and large institutions have $76.9B invested in State Street Energy Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 586 increasing their positions, 339 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more capital invested

Capital invested by funds: $13.1B → $76.9B (+$63.8B)

167% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 78

73% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 339

57% more call options, than puts

Call options by funds: $7.32B | Put options by funds: $4.66B

10% more funds holding

Funds holding: 1,1441,260 (+116)

0.37% more ownership

Funds ownership: 117.24%117.61% (+0.37%)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

Holders
1,260
Holders Change
+116
Holders Change %
+10.14%
% of All Funds
21.93%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.91%
New
208
Increased
586
Reduced
339
Closed
78
Calls
$7.32B
Puts
$4.66B
Net Calls
+$2.67B
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Change in
Stake
BSG
101
Black Swift Group
Colorado
$16.3M +$10.3M +394,950 +189%
CAN
102
Cetera Advisor Networks
California
$15.9M +$7.54M +289,954 +97%
PA
103
Parallel Advisors
California
$15.7M +$14.3M +549,248 +1,560%
ARC
104
Advisor Resource Council
Texas
$15.5M +$14.9M +573,756 New
JCM
105
Janney Capital Management
Pennsylvania
$15.4M -$68.3K -2,626 -0.5%
PPFA
106
Provida Pension Fund Administrator
Chile
$15.4M +$680K +26,146 +5%
UAS
107
United Asset Strategies
New York
$15.3M +$820K +31,530 +6%
CA
108
CSM Advisors
Pennsylvania
$14.9M +$14.4M +552,030 New
NRA
109
NSI Retail Advisors
Pennsylvania
$14.9M +$14.4M +552,030 New
AF
110
Alerus Financial
North Dakota
$14.8M +$3.78M +145,256 +36%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$14.6M -$1.56M -59,862 -10%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$14.4M +$4.64M +178,502 +50%
Invesco
113
Invesco
Georgia
$14.4M
JG
114
Jefferies Group
New York
$14.3M -$12.3M -473,566 -47%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$14M +$3.24M +124,736 +32%
Allianz Asset Management
116
Allianz Asset Management
Germany
$13.8M +$10.5M +405,000 +377%
JHU
117
Johns Hopkins University
Maryland
$13.7M
HCM
118
Hilton Capital Management
New York
$13.7M -$13.9M -534,366 -51%
SPC
119
Sigma Planning Corp
Michigan
$13.6M +$650K +25,010 +5%
BRCM
120
Bright Rock Capital Management
Massachusetts
$13.5M
HT
121
HAP Trading
New York
$13M +$12.6M +483,866 New
ASN
122
Advisory Services Network
Georgia
$12.9M +$4.64M +178,602 +60%
DWM
123
Doyle Wealth Management
Florida
$12.7M -$1.92K -74 -0%
FWM
124
Frontier Wealth Management
Missouri
$12.7M -$404K -15,548 -3%
GP
125
Girard Partners
Pennsylvania
$12.7M +$870K +33,466 +8%

XLE Hedge Fund Activity: Q2 2021 in Review

1,260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2021, worth a combined $76.9B — up 487% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new XLE positions and 78 closed out — a net gain of 130 holders — while 586 added to existing stakes and 339 trimmed.

The largest buyer was Synovus Financial, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $322M.

  • 1,260 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2021, up from 1,144 in Q1 2021.
  • Funds reported $76.9B of State Street Energy Select Sector SPDR ETF stock for Q2 2021, up 487% quarter-over-quarter.
  • 208 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2021 and 78 closed out, a net change of +130 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2021 was Synovus Financial, an estimated $428M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2021 was Goldman Sachs, an estimated $322M sold.

Based on aggregated 13F filings for Q2 2021.